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Job Title: Private Banking Bond Investment Counselor
Ref.#: 120401
Location: HongKong
Company Description:
Partnership with private banking relationship managers to promote suitable investment products and services to the high net worth clients.
Requirements and Application Details:
    Objective: “Investment partnership?with relationship managers to deliver to the high net worth clients a unique investment experience and service. Deliver optimized investment performance to clients. Profitably grow assets under management


    Keeping up to date with the financial markets, the Bank’s views, research and product offering across the whole firm (PWM, PAM and PAA) (knowledge)
    Communicating the investment platform strategy and solutions to CRMs, clients and prospects (communication)
    Working closely with the investment Platform in Geneva and Asia and leveraging on the Bank’s product platform (content)
    Providing pro-active advice and views on Asian bonds for sophisticated and active trading clients (expertise)
    In conjunction with RMs, identify and develop new business opportunities from the existing client base as well as helping convert prospects into clients (development)
    Meeting clients and prospects together with CRMs (client facing)
    Helping determine clients?needs and prepare tailor made investment proposals (investment solution)
    Implementing, monitoring and rebalancing client portfolios (management)
    Executing trade orders and confirming execution to clients, either directly or through marketing assistants (execution)
    Conduct risk suitability check and selling process for investment ideas initiated by investment specialist (compliance)

    15+ years of experience as investment specialist across all asset classes with focus on portfolio construction
    Solid background and expertise in investing and advising on Asian bonds
    Strong client-focused attitude
    Mature, credible and comfortable in dealing with key clients and senior RMs
    Excellent interpersonal and communication skills
    Strong sense of teamwork
    Rigorous, organized, analytical, with an eye for detail
    Fluent in English, and Mandarin

    If you are interested, please send cv in word version to the attention of [email protected] cc [email protected]
Remark Field:
Publish Date: 2017-12-04